Season 12 · Episode 355
Looking Back, Looking Forward (#355)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
January 3, 202553m 23s
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Show Notes
Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025.
- 2024 Personal Finance Recap for 403(b) Participants
- Million Dollar 403(b) Mistake
- Morgan Housel books & podcasts
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).